Email workflow has an of import operate to play inward marketing. Most e-mail services add together contacts or calendar events from e-mail to CRMAs too hence you lot tin discovery them anytime. Sales representatives frequently rely on this method. However, the problem surfaces when you lot are required to update a CRM entry based on an e-mail thread. H5N1 lot of precious fourth dimension too endeavour gets spent on these activities.
The novel Salesforce Lightning for Outlook add-in saves your hateful solar daytime yesteryear giving you lot the mightiness to search, persuasion too update all Salesforce CRM entries associated amongst your e-mail contacts correct from Outlook. Joint efforts of Microsoft too Salesforce has resulted inward novel Salesforce Lightning for Outlook add-in. The add-in industrial plant inward both Outlook 2016/13 or afterward too Outlook on the Web. It is coming shortly to Outlook Mobile.
Salesforce Lightning for Outlook
To access the Salesforce Lightning for Outlook add-in, you lot postulate a Salesforce subscription. It is available for Sales Cloud users via the Office Store at no additional cost.
Once you lot bring a valid Salesforce subscription, you lot tin install too access the add-in. Here’s how.
In Outlook 2016 for Windows, access Home tab from the ribbon too direct ‘Store’ selection (If you lot are using Outlook on the web, click the gear icon) too direct ‘Manage Add-ins’.
In the search bar that appears on the transcend right, type Salesforce. When the search asking returns amongst ‘Salesforce Lightning for Outlook add-in’ result, ready the toggle to ‘On’ to install the add-in. The add-in should larn visible inward the Command bar ribbon on the top.
So, sense the mightiness of Salesforce, correct inward Outlook inward a construct novel way. This add-in is 100% cloud-based too requires no software installation or maintenance.
Source: https://www.thewindowsclub.com/
Nice blog. We should have Salesforce training in Hyderabad
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